03/19/2025
Tatiana Gullan, Heather Boden, and Tom Harrison will take on key roles in the firm’s South East office to support the area’s dynamic business landscape while helping grow and upskill the regional team of financial experts.
03/18/2025
He specialises in wealth management, equity release, and retirement planning.
03/18/2025
He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.
03/18/2025
She joins from Satis Wealth Management
03/18/2025
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.
03/18/2025
Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.
03/18/2025
Novum Capital Partners is a multi-family office founded in 2018.
03/18/2025
Blake joined KKR in 2014, leading Family Capital initiatives in EMEA and Asia.
03/18/2025
Helder Antunes has joined Schonfeld as head of quantitative resources and development for macro and fixed income.
03/18/2025
The Maples Group is pleased to announce the expansion of its UK fiduciary team, with the hire of structured finance specialist Shohel Ali.
03/17/2025
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
03/17/2025
Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI
03/17/2025
Rothery said he was excited to join at a key moment for the business.
03/14/2025
They will join Brooks Macdonald on 1 July 2025.
03/14/2025
The long-standing partner of EY will take over his new role on April 1, 2025
03/14/2025
John McDougall and Eoghan Reid joined CCLA’s equities investment team as Global Equity Analysts.
03/13/2025
Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.
03/13/2025
He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.
03/13/2025
Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.
03/13/2025
He will succeed senior partner Mark Murray, who is retiring at the end of June after nearly a decade at the helm and 28 years with the firm.